Asian Paints faces near-term headwinds as weak Q3 dampens sentiment
Asian Paints stock dropped after a weak December quarter. Softening demand, extended monsoon, and competition impacted sentiment. The company expects market share gains in waterproofing and home decor. Despite slower decorative volume growth, margins expanded due to lower raw material costs. Brokerages have trimmed earnings estimates. Cost savings and new products will support profitability as […]
Sharp drop in gold and silver prices fails to trigger buying rush
Gold and silver prices have seen significant drops, with gold falling nearly 16% and silver by 38%. Despite this, buyers remain cautious, hoping for further price declines, with demand primarily seen for wedding purchases.
More leveraged deals, lower base effect spur brokerage recovery in Q3
Indian stockbrokers saw improved revenues and profits in the third quarter. Trading volumes increased, boosted by leveraged deals and higher interest income. Exchanges like BSE and NSE also reported growth. This performance was supported by strong activity in cash and derivatives markets, as well as healthy primary market participation. Volatility in commodities also lifted trading […]
India Inc could raise a cool $100 billion as RBI eases ECB norms
The Reserve Bank of India has eased external commercial borrowing rules, potentially allowing Indian companies to raise up to $100 billion in 2026-27. Key changes include higher per-borrower limits, relaxed end-use permissions, and the removal of pricing restrictions, making overseas funding more accessible and attractive for corporate expansion and acquisitions.
Sunil Singhania-backed Abakkus Flexi Cap Fund hikes stake in Urban Company, SBI, 14 other stocks
Abakkus Flexi Cap Fund, backed by Sunil Singhania, significantly boosted its holdings in Urban Company and SBI in January 2026. The fund added substantial shares in Tata Steel, Emmvee Photovoltaic Power, NTPC, and Heritage Foods. It also introduced 26 new stocks, including RIL and Tata Motors, to its portfolio.
Gainers & Losers: Fractal Analytics, Infosys among 6 stocks in limelight on Tuesday
Indian benchmarks logged a second straight gain, supported by IT, financial and consumer stocks. The BSE Sensex and Nifty 50 edged higher as select counters like Infosys and Fractal Analytics saw strong action.
Mutual funds slash stakes in 9 of 10 IT stocks but Rs 4 lakh crore still at play
Mutual funds significantly reduced their holdings in nine out of ten major IT stocks in January, driven by concerns that AI will disrupt the traditional outsourcing model. Despite this selling pressure, the sector still holds substantial value, with managers offloading stakes in giants like Infosys and TCS, while showing some interest in Wipro.
Infosys-Anthropic tie-up signals AI growth opportunities, not market disruption: Sumit Pokharna
Infosys and Anthropic’s AI partnership is generating buzz. Experts caution investors to look beyond the hype and focus on fundamental value. Large and midcap IT firms can benefit from AI advancements. AI is expected to impact IT sector growth over the next three years. Current stock valuations may already reflect AI disruption, creating opportunities for […]
PSU rally shows momentum, but strategic picks remain in defence and power: Dharmesh Kant
Public sector stocks are experiencing a surge, with defence and power sectors showing promise due to robust order books and improving execution. While defence is a preferred long-term theme, experts express caution on oil and gas due to structural headwinds and see only tactical opportunities in IT.
Dinesh Kumar Khara says RBI’s new guidelines balance customer protection and growth
New RBI regulations will significantly alter how banks sell financial products, fund acquisitions, and lend to market intermediaries. Former SBI Chairman Dinesh Kumar Khara believes these moves, particularly stricter mis-selling norms and revised M&A financing rules, aim to enhance customer trust and domestic market development.